Harmony Asset Management
DUK icon

Harmony Asset Management’s Duke Energy DUK Stock Holding History

Harmony Asset Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.43M Buy
12,564
+9,787
+352% +$1.2M 0.36% 61
2026
Q2 		$352K Sell
2,777
-304
-10% -$38.3K 0.09% 152
2026
Q1 		$403K Sell
3,081
-8,822
-74% -$1.1M 0.12% 134
2025
Q4 		$1.4M Buy
11,903
+970
+9% +$118K 0.47% 52
2025
Q3 		$1.35M Buy
10,933
+1,135
+12% +$138K 0.47% 59
2025
Q2 		$1.16M Sell
9,798
-6,558
-40% -$774K 0.43% 62
2025
Q1 		$1.99M Buy
16,356
+593
+4% +$67.6K 0.84% 32
2024
Q4 		$1.7M Sell
15,763
-908
-5% -$103K 0.67% 42
2024
Q3 		$1.92M Buy
16,671
+932
+6% +$104K 0.71% 45
2024
Q2 		$1.58M Sell
15,739
-135
-0.9% -$13.5K 0.66% 45
2024
Q1 		$1.54M Sell
15,874
-292
-2% -$27.7K 0.63% 47
2023
Q4 		$1.57M Buy
+16,166
New +$1.47M 0.66% 47

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Harmony Asset Management's DUK Position: Q3 2026 in Review

Harmony Asset Management increased its Duke Energy (DUK) stake by 352% in Q3 2026, buying an estimated $1.2M and bringing the position to 12,564 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #61.

Harmony Asset Management first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q1 2025. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Harmony Asset Management held 12,564 shares of Duke Energy worth $1.43M as of Q3 2026.
  • Harmony Asset Management bought 9,787 Duke Energy shares in Q3 2026, an estimated $1.2M.
  • Duke Energy made up 0.36% of Harmony Asset Management's portfolio in Q3 2026, its #61 holding.
  • Harmony Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
  • Harmony Asset Management's Duke Energy position peaked at $1.99M in Q1 2025.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.